Yes, Young Growing Families Can Save & Invest
It may seem like a tall order, but it can be accomplished. Put yourself steps ahead of your peers. If you have a young, growing family,...
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g3Advisor
May 2, 20193 min read
Teaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps...
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g3Advisor
May 2, 20193 min read
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial...
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g3 Advisors
Apr 3, 20193 min read
Is Generation X Preparing Adequately for Retirement?
Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you...
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g3 Advisors
Apr 3, 20193 min read
Midlife Money Errors
If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life...
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g3 Advisors
Apr 3, 20193 min read
Are You Retiring Within the Next 5 Years?
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing...
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g3 Advisors
Feb 25, 20193 min read
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction. When you are planning for your future, what do you think...
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g3 Advisors
Feb 25, 20193 min read
Putting a Price Tag on Your Health
Being healthy not only makes you feel good, it may also help you financially. We constantly hear how important it is to maintain a...
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g3 Advisors
Feb 25, 20193 min read
Bad Money Habits to Break
Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior...
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g3 Advisors
Oct 4, 20183 min read
Getting Your Personal Finances In Shape for 2019
Fall is a good time to assess where you stand and where you could be. You need not wait for 2019 to plan improvements to your finances....
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g3 Advisors
Oct 4, 20183 min read
Life Insurance Is Probably Cheaper Than You Think
Good news for those apprehensive about the premiums – and the process. According to a new study, 41% of Americans lack life insurance...
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g3 Advisors
Oct 4, 20184 min read
Minimizing Probate When Setting Up Your Estate
Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and...
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g3 Advisors
Jun 12, 20183 min read
Avoiding the Money Pitfalls of Past Generations
Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial...
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g3 Advisors
Jun 12, 20182 min read
Do You Know Who Your Beneficiaries Are?
Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you...
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